QUAL icon

iShares MSCI USA Quality Factor ETF

820 hedge funds and large institutions have $13.8B invested in iShares MSCI USA Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 244 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+19
Holders Change %
+2.37%
% of All Funds
13.23%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.6%
New
106
Increased
244
Reduced
350
Closed
71
Calls
$2.2M
Puts
$7.72M
Net Calls
-$5.52M
Net Calls Change
-$7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
476
Sterling Investment Counsel
New York
$624K +$116K +1,020 +23%
Principal Financial Group
477
Principal Financial Group
Iowa
$624K
DAS
478
Dynamic Advisor Solutions
Arizona
$620K -$92.2K -809 -13%
DWP
479
Destiny Wealth Partners
Florida
$617K +$107K +943 +21%
BCM
480
Beck Capital Management
Texas
$613K -$10.6K -93 -2%
GEA
481
Glen Eagle Advisors
New Jersey
$613K -$116K -1,019 -16%
PFS
482
Prospera Financial Services
Texas
$610K -$157K -1,380 -21%
LIA
483
LS Investment Advisors
Michigan
$606K -$3.33M -29,211 -85%
MFWP
484
Mosaic Family Wealth Partners
Missouri
$604K +$604K +5,303 New
SC
485
Saiph Capital
New Jersey
$600K -$206K -1,805 -26%
BS
486
Boenning & Scattergood
Pennsylvania
$599K -$28.9K -215 -5%
ATPW
487
Ashton Thomas Private Wealth
Arizona
$598K +$15.2K +133 +3%
NCM
488
NCM Capital Management
New Jersey
$597K -$60.5K -531 -9%
CG
489
Colony Group
Massachusetts
$597K +$1.03K +9 +0.2%
PPW
490
Pasadena Private Wealth
California
$594K -$18.1K -159 -3%
ICP
491
Interchange Capital Partners
Pennsylvania
$590K -$433K -3,800 -42%
IAG
492
Investment Advisory Group
Massachusetts
$588K +$6.61K +58 +1%
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$586K +$6.83K +60 +1%
MWM
494
Meridian Wealth Management
Kentucky
$584K +$26.7K +234 +5%
LFAS
495
Level Four Advisory Services
Texas
$578K +$578K +5,073 New
SS
496
Simplicity Solutions
Minnesota
$573K +$78.3K +687 +16%
BBP
497
Banco BTG Pactual
Brazil
$570K +$570K +5,000 New
OC
498
Oppenheimer & Co
New York
$566K +$71.2K +625 +14%
YIH
499
Y-Intercept (HK)
Hong Kong
$560K -$666K -5,848 -54%
AllianceBernstein
500
AllianceBernstein
Tennessee
$557K